Sales Transaction Cockpit in Mobile Sales 

Use

The sales transaction cockpit allows you to gain an overview of critical sales transactions quickly and easily. Critical sales transactions include open sales transactions or sales transactions that have not yet been released. This means that you can tell at a glance whether you are required to carry out a follow-up activity. For example, you can view essential information about your sales transactions when you are preparing your visits for the day. Furthermore, you can navigate to documents from the cockpit in order to process them further.

The cockpit only provides information about sales transactions. It is not possible to display listings, campaigns, or activities with the cockpit.

This function is only available to you in Mobile Sales.

Features

The cockpit is available to you as a tile set under the menu options Business Partner and Sales Transactions. The tile set consists of six tiles on which information about critical sales transactions is provided on the mobile client. You can use the first four tiles to display information about sales transactions found using particular search queries predefined by the system.

The cockpit also contains six tiles under the menu option Business Partner. However, the first tile displays an overview of the business partner; the others offer different information about all the sales transactions of this business partner.

The system provides different queries that you can choose from a list box for each tile in Customizing under SAP CRM Mobile System Maintenance ® Transactions: Settings. ® Sales Transaction Cockpit When you choose a query in the list box, all resulting sales transactions for this query are displayed on the corresponding tile. Additionally, you can switch execution of the query on or off.

This means that you can influence the way in which information is displayed on the user interface, and you can adjust its layout to suit your needs. Furthermore, you can create your own queries, and change the standard function in method UserNewSDCockpitQueriesExit under Extended List Tiles ® SDSalesOrderCockpitQueries.

These Customizing settings apply for both the Cockpit under menu option Sales Transactions, and for the Sales Transaction Cockpit under menu option Business Partner. 

The following information can be displayed using the cockpit:

·        Sales transactions that have not yet been released and that you would like to release as part of your day-end closing.
If you choose Release All, all sales transactions listed are released. You then receive a message in the status bar to inform you that the release has been completed successfully. Successfully released sales transactions are deleted from the table.
If you choose Release Selected, only that sales transactions that you have selected are released. You then receive a message in the status bar to inform you that the release has been completed successfully. Successfully released sales transactions are deleted from the table. Sales transactions that were not successfully released remain displayed in the table.

The display of sales transactions that have not been released successfully is only available under the menu option Sales Transactions.

·        Open Sales Transactions
Sales transactions with status Open, In Processing, or Released.

·        Backorders
Sales orders that have not been delivered by the delivery date are included here.

·        Today’s Sales Transactions
Sales transactions that were created during the current working day.

·        Sales Transactions with Errors

·        Rejections
Rejections are special sales transactions with errors that are rejected by the CRM Server during replication.

·        Notifications
This tile lists all sales transactions that have been either changed or deleted by another user on the CRM Server, or added in CRM Enterprise.

Activities

Under the ‘Sales Transactions’ Menu Option

       1.      Choose the tile set Cockpit under the menu option Sales Transactions

       2.      On the tile entitled Day-End Closing, choose one or more sales transactions and release them with the pushbutton Release.

       3.      Choose the sales transaction that you want to process, and use the link to navigate to its detailed information.

Under the ‘Business Partner’ Menu Option

       4.      Choose the tile Search under the menu option Business Partner

       5.      Search for your required business partner

       6.      Choose the tile set Sales Transaction Cockpit

       7.      Choose the sales transaction that you want to process, and use the link to navigate to its detailed information.